Transparent fees with flexibility to fit your specific needs.
FINANCIAL PLANNING
One-time fee that covers a customized review of your financial situation, goals, and needs with specific recommendations.
$2,500-$10,000 *Fees range depending on situation and complexity.
- Building, protecting and distributing wealth
- Portfolio construction
- Asset allocation
- Estate planning
- Life insurance
- College funding
- Retirement planning
- Executive compensation
HOURLY PROJECT RATE
For project plans specific to a target area without a full financial plan. Common situational examples listed below
$250-$500/Hour (Est. Hours Provided at agreement)
- Social Security Maximization
- Risk Evaluation & Risk Score
- Allocation Review
- Insurance Review
- Investment Evaluation
ONGOING PLANNING
For ongoing support, guidance & review. Clients may elect to continue a planning relationship for a flat monthly fee.
$200/Month *REQUIRES COMPLETED FINANCIAL PLAN.
- Continued access with Advisor
- Scheduled Reviews & Proactive Call-outs
- Track progress to success over time
- Adapt to life events & changing needs
WEALTH MANAGEMENT
We will design, implement and manage an investment strategy, including investment research, analysis, and selection.
0.5%-1.25% Annually (see fee schedule for more details)
Wealth Management clients view professional management as a way to accomplish investment objectives while freeing up valued personal time.
